Sale Order

HOW TO CREATE SALE ORDER

Hindi Video Tutorial - HOW TO CREATE SALE ORDER





Objective / Purpose

Purpose: Guide for creating EV Sales Orders in 
EV Sales Order allows placing sales order at branch level, allocating vehicle to customer purchase.
Includes customer, vehicle, pricing, tax details. System soft-commits stock.

Process Overview

Steps:
1. Navigate to EV Sales Orders
2. Fill General Details
3. Enter Vehicle Details
4. Complete Financial Details
5. Add Delivery & Shipping
6. Upload Documents
7. Review, Save, Print

Step 1: Access EV Sales Orders

Open Excellon → Electric Vehicle → Vehicles → Sales → EV Sales Orders.

Tabs include General, Financials, Warehouse, Checklist.

Step 2: General Details

Enter Customer info, Branch, Salesperson, Lead/Quote, Dates, Financier, Address, Contact details. Ensure accuracy.

Step 3: Vehicle & Order Details

Select Model, Model Name, Color, HSN, EV Type.
Enter pricing details: Rate, Insurance, Discount, Total Amount.

Step 4: Financial Details

Enter Due Date, Payment Mode, Payment Terms, Billing Address, Coupons/Discounts.

Step 5: Delivery & Shipping

Enter Delivery Terms, Instructions, Shipping Method, Agent details, Address, GSTIN.

Step 6: Checklist Verification

Upload required documents. Ensure all are verified before finalizing order.

Final Steps

Click Save to generate document. Use Print Preview for acknowledgement copy.

Guidelines

Do: Verify details, use leads, upload documents.
Don't: Skip mandatory fields, incorrect pricing, incomplete checklist.

Common Errors

Customer not found, model unavailable, price mismatch, document upload issues, GST errors.

Summary

Complete all fields, verify details, upload documents, save and print order.








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